Ground-Breaking Expertise Into Smart Beta and Passive Investing

Ground-Breaking Expertise Into Smart Beta and Passive Investing

A more efficient and cost-effective way to access good investment ideas.

The traditional view of Smart Beta is that it improves access to existing beta opportunities. (For example, it provides low-cost benchmarks that are not weighted by market capitalization.) That was our thinking from the turn of the century until a few years ago. However, we now also believe that Smart Beta can help asset owners to create custom exposures or themes. And this is not just talk; our clients have now allocated over $32bn to various forms of Smart Beta.

On this page, you'll find much of our latest thinking on Smart Beta, from award-winning theory through to implementation ideas. If you are an asset owner and want to know more about how we can help you with Smart Beta, please contact us.

UNDERSTANDING SMART BETA

A wider choice of beta investment opportunities is now available, which can be captured in a more sustainable way.